Why invest in this Fund?
A concentrated portfolio of the world’s most prominent companies, household names and industry leaders designed to provide you with peace of mind.
When interest rates from bank accounts and bonds are so low, having prominent international equities can significantly improve your risk-adjusted returns over the long-term.
These are mega-cap businesses, each worth over US$20 billion, with a global presence and constituents of the major indices such as the FTSE, Dow Jones or Nikkei.
The fund adopts a long-term investment approach, unconstrained by traditional benchmark enabling concentrated focus on a selection of up to 25 ‘world class’ mega-caps which, over time, aim to deliver sustainable above average returns through the strength of their market position in an attractive industry.
Particular focus is given to ‘quality’, compounding stocks which are characterised by their ability to generate sustainably growing excess cash returns over their equity’s cost of capital, part of which is expected to be returned to shareholders. Other quality characteristics include management and balance sheet features, as well as a relatively predictable earnings profile.
The fund focuses on high-quality stocks, across a number of attractive industries, balances its high concentration, low turnover approach. The Fund maintains minimum levels of diversification and liquidity risk management by adhering to the UCITS regulated fund framework.
A minimum investment of $10 000 or foreign currency equivalent is required.
How do I invest?
To invest in the fund please complete the relevant documentation below and return via email to firstname.lastname@example.org
Application forms to be completed by Trusts, Foundations and Corporates
Application forms to be completed by individuals
||Moderate to high
Cumulative performance since 2013:
*Hover on chart to see values